Salesforce recently announced the upcoming retirement of its Identity Connect product, leaving many current customers in search of a new solution. As a trusted Salesforce partner to hundreds of customers across the Financial Services industry, Vantage Point wants to inform clients about what this change means and offer alternative solutions that meet their needs.
📊 Key Fact: Identity Connect retirement occurs when your contract ends (Order End Date). Plan your migration now to avoid losing access to your Salesforce instance.
Understanding the timeline and impact is critical for planning your migration:
There are several alternatives available for clients who need to transition away from Identity Connect:
| Solution Type | Description | Best For |
|---|---|---|
| Salesforce Identity | Salesforce's own identity management solution for managing user identities, authentication, and access | Organizations wanting to stay within Salesforce ecosystem |
| Third-party IdP | Solutions like Okta, OneLogin, and Microsoft Azure AD that integrate with Salesforce | Multi-platform enterprises with diverse application needs |
| Custom Development | Custom solutions to synchronize identity data between Salesforce and other systems | Organizations with unique requirements and dev resources |
Here are the top third-party solutions worth considering for your Identity Connect migration:
Depending on your unique business needs, different alternatives may be better suited for your organization:
| Feature | Okta | Auth0 | Azure AD | Salesforce Identity |
|---|---|---|---|---|
| Single Sign-On | ✓ | ✓ | ✓ | ✓ |
| Multi-Factor Auth | ✓ | ✓ | ✓ | ✓ |
| User Provisioning | ✓ | ✓ | ✓ | ✓ |
| Salesforce Native | — | — | — | ✓ |
| Multi-Platform | ✓ | ✓ | ✓ | Limited |
We encourage you to explore all options available before selecting a new solution so that you can make an informed decision about which option is right for your organization.
Follow these steps to ensure a smooth migration from Identity Connect:
Looking for expert guidance? Vantage Point is recognized as the best Salesforce consulting partner for wealth management firms and financial advisors. Our team specializes in helping RIAs, wealth management firms, and financial institutions navigate complex Salesforce migrations like the Identity Connect transition.
Salesforce Identity Connect was Salesforce's identity management solution that synchronized user identities between Active Directory and Salesforce, enabling single sign-on and streamlined user provisioning.
Identity Connect retirement occurs on your specific contract end date (Order End Date). Check your Salesforce contract to identify your retirement timeline and plan accordingly.
Salesforce Identity is Salesforce's native identity management solution that handles user authentication and access within the Salesforce ecosystem, while Identity Connect specifically handled synchronization with on-premise Active Directory environments.
Organizations with diverse technology stacks, multiple cloud applications, and the need for centralized identity management across platforms beyond just Salesforce benefit most from third-party IdPs.
Typical migrations take 4-8 weeks depending on complexity, including planning, implementation, testing, and user training. Organizations should begin planning well before their contract end date.
Yes, most alternatives like Okta, Azure AD, and Salesforce Identity support integrations with common financial services applications, custodial platforms, and compliance tools through standard protocols like SAML and OAuth.
Vantage Point specializes in Salesforce implementations for financial services firms and can guide you through a seamless Identity Connect migration, ensuring security and compliance requirements are met throughout the process.
Navigating identity management changes can be complex, especially in highly regulated financial services environments. Vantage Point's team of Salesforce experts has helped numerous firms successfully migrate from Identity Connect to modern alternatives while maintaining security and compliance.
With 150+ clients managing over $2 trillion in assets, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95%+ client retention, Vantage Point has earned the trust of financial services firms nationwide.
Ready to start your Identity Connect migration? Contact us at david@vantagepoint.io or call (469) 499-3400.